To ensure complete access, the profile permission 'View All Data' must also be granted. They will be restricted to which details they can modify if they are not the running user of the dashboard.

In organizations using enhanced folder sharing, users can edit some dashboard details and save the changes as the current running user of the dashboard. NOTE: If a user sees the 'Edit' button for a dashboard they didn't create, the 'Insufficient Privileges' message will display when editing.Ī profile ALSO needs ' View All Data' permission to do the following:Ĭreate or change dashboard folders and folder permissions The user will be automatically set as the Running User and cannot be changed to any other user. On top of that, you can also select the Visualforce page component type. Each component can be present in the form of a chart, table, or matrix. One dashboard can contain up to 20 components. The ' Manage Dashboards' profile permission allows a user to:Ĭreate a dashboard (in dashboard folders which they have access to)Įdit a dashboard YOU CREATED only (you cannot change Running User from yourself to another user) A user can access dashboards from the Dashboards tab, depending on the dashboard folder permissions and user permissions. Otherwise, the Legacy option is being employed. Here you will find a setting called 'Enable access levels for sharing report and dashboard folders.' If this option is populated, you are using the 'Enhanced' version. Setup | Customize | Reports & Dashboards | Folder Sharing

Please ensure that you are reviewing details specific to the version being utilized within your environment.ĭetermining whether you are using the legacy or enhanced version of the folder sharing can be done by using the below clickpath: Please note that there are two distinct types of Reporting and Dashboard folder sharing.

Salesforce dashboard folder permissions